Field notes from building AI-native companies.
Written to be quoted — by operators and by the AI assistants your customers now ask. Services-as-Software, agentic commerce, GEO, and what actually ships.
Services-as-Software: the whole thesis in one page
Why the economics of every services vertical are about to invert — and how a studio compounds by building one company per industry.
How AI assistants pick products (observed behavior)
No one outside these companies has the ranking algorithm — but you can watch what assistants actually do, and the pattern is consistent enough to design for.
Getting out of pilot purgatory
Only about 5% of enterprise GenAI pilots reach production. The other 95% aren’t failing for the reason you think.
Every missed call is a patient at someone else’s office
A 2026 study of 26 practices found 38% of calls go unanswered during business hours. Here’s the revenue math — and why voicemail makes it worse.
Wyoming vs Delaware for non-resident founders
The internet gives you two slogans: Delaware is prestigious, Wyoming is cheap. Both are true — and neither answers the question you’re actually asking.
Answer-Market Fit: winning when AI recommends
Product-market fit gets you a product people want. Answer-market fit gets you the product an AI names when your buyer asks. In 2025 those stopped being the same thing.